How to Set Up The Marketo Integration

Marketo is a comprehensive, analytics-based marketing automation software, primarily used for lead nurturing, scoring and management. With the Marketo Oktopost integration, you can automatically sync social activities with lead records in Marketo to create more meaningful interactions with your customers.

Connect Oktopost to Marketo

Make sure that the API User used by integration has the following API permissions:

Read-Write Activity

Read-Write Activity Metadata

Read-Write Person

Once the Custom Service is set up, go back to Oktopost → App Settings → Integrations, click on Add Integration, select Marketo from the list and enter your Client Id, Client Secret, and Munchkin Account ID from Marketo.

Once Marketo is connected to Oktopost, you'll be able to configure the integration settings.

Sync Custom Activities

By turning this option ON, Oktopost will automatically create new custom activity objects in Marketo and will send custom activity data to Marketo whenever it detects a social activity by a known lead. The custom activity types include:

Type

Filter

Trigger

Social Link Click

Clicked on a Social Link

Clicks on a Social Link

Social Like

Liked a Social Post

Likes a Social Post

Social Comment

Commented on a Social Post

Comments on a Social Post

Social Share

Shared a Social Post

Shares a Social Post

Social Mention

Mentioned on a Social Network

Mentions on a Social Network

Social Direct Message

Sent a Direct Message on Social

Sends Direct Message on Social

Each custom activity type will contain detailed information and analysis about the activity, allowing to score and nurture based on social activities. See full lead activity reference here.

Track Social Clicks

By turning this option ON, the Marketo Munchkin code will be triggered whenever someone clicks on a shared okt.to link. Marketo will treat it as a web page visit and will allow you to create reports, campaigns, and programs based on the redirect URL that will contain details about the link and post that were clicked on.